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NewSquare Capital’s Zions Bancorporation ZION Stock Holding History

NewSquare Capital’s Portfolio ZION Stock Details ZION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-35
Closed -$1.75K – 1388
2025
Q1 		$1.75K Buy
+35
New +$1.89K ﹤0.01% 861

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

NewSquare Capital's ZION Position: Q2 2025 in Review

NewSquare Capital sold out of Zions Bancorporation (ZION) in Q2 2025, closing a stake of 35 shares — an estimated $1.75K sold.

NewSquare Capital first reported a position in ZION in Q1 2025 and held it in 1 quarter. The position peaked at $1.75K in Q1 2025. 492 funds tracked by Wall St. Rank hold ZION as of Q2 2025.

  • NewSquare Capital reported no remaining Zions Bancorporation position as of Q2 2025 after selling out during the quarter.
  • NewSquare Capital sold 35 Zions Bancorporation shares in Q2 2025, an estimated $1.75K.
  • NewSquare Capital first reported a position in Zions Bancorporation in Q1 2025 and held it in 1 quarter.
  • NewSquare Capital's Zions Bancorporation position peaked at $1.75K in Q1 2025.
  • 492 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2025.

Based on NewSquare Capital's 13F filing for Q2 2025, filed 5 Aug 2025.